IFA company boosts UK footprint with acquisition
Deal adds £323m in assets under management
Industry
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16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years
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Sipp sales reach highest level in five years
‘Savers are becoming increasingly confident in managing their own finances’
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Rothschild family steps up bid to take financial services giant private
As holding company buys 8.2 million shares of Paris-listed group
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Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
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PEOPLE MOVES: Blacktower, Platform One, M&G Wealth
Advice company names joint managing director, as platform hires COO
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UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
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Singapore to lure more single family offices
As number of firms in the market tops 1,100
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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Lombard Odier opens office in Zug
Following demand for more wealth management services in the region
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Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
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Private banking group partners with BlackRock
Deal will give it access to the asset manager’s set of investment tools, products and solutions